Five Pine Wealth Management More: the full row for Five Pine Wealth Management 23,575 $2.09M 1.3% +243 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23,423 $2.07M 0.24% -2,568 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 23,178 $2.05M 0.42% +3,316 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 23,107 $2.04M 0.01% -8,872 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 22,677 $2.01M <0.01% -308 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 22,436 $1.98M 0.06% +1,130 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 22,383 $1.98M 0.03% +1,278 13F-HR Timeline Barry Investment Advisors, LLC More: the full row for Barry Investment Advisors, LLC 22,318 $1.97M 0.44% -3,063 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 22,239 $1.97M 0.78% +226 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 21,426 $1.96M 0.04% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 21,263 $1.88M 0.67% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 21,193 $1.87M 0.11% +239 13F-HR Timeline Group Churchill Financial Advisors, LLC More: the full row for Churchill Financial Advisors, LLC 21,139 $1.87M 0.39% -1,192 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 21,029 $1.86M 0.05% +98 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 21,025 $1.86M 0.99% +1,667 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 20,160 $1.78M <0.01% -24,543 13F-HR Timeline Group GRANVILLE CAPITAL, INC. More: the full row for GRANVILLE CAPITAL, INC. 20,138 $1.78M 0.93% +96 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 20,004 $1.77M 0.01% +5,313 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 19,719 $1.77M 0.02% +4,902 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 19,909 $1.76M 0.74% -17,707 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 19,689 $1.74M 0.22% -363 13F-HR Timeline Eagle Strategies LLC More: the full row for Eagle Strategies LLC 19,442 $1.72M 0.21% +2,766 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 19,145 $1.69M <0.01% +13,971 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 18,971 $1.68M 0.03% -5,293 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 18,600 $1.65M 0.19% +6,468 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 18,562 $1.64M new Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 18,365 $1.62M 0.11% -2,138 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 18,363 $1.62M 0.93% -4,103 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Finward Bancorp More: the full row for Finward Bancorp 18,114 $1.6M 1.28% +2,495 13F-HR Timeline WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 18,007 $1.59M 0.16% 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 17,246 $1.58M 0.04% -5,758 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 17,751 $1.57M 0.32% +130 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 17,252 $1.53M 1.58% -143 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 16,569 $1.47M 0.38% -1,321 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 16,193 $1.43M 0.03% +2,088 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 16,098 $1.42M 0.65% +998 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 16,016 $1.42M 0.19% +3,360 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 15,983 $1.41M 0.01% 0 13F-HR Timeline Group TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 15,770 $1.4M 0.15% 0 13F-HR Timeline Group CANANDAIGUA NATIONAL CORP in group CANANDAIGUA NATIONAL BANK & T… More: the full row for CANANDAIGUA NATIONAL CORP 15,610 $1.38M 0.12% 13F-HR Timeline Group McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 15,233 $1.35M 0.08% -80 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 15,074 $1.33M 0.23% -374 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 15,201 $1.31M 0.05% +86 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14,788 $1.31M 0.49% 0 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 14,700 $1.3M <0.01% -11,000 13F-HR/A Timeline Group FIRST NATIONAL BANK OF OMAHA in group FIRST NATIONAL BANK OF OMAHA More: the full row for FIRST NATIONAL BANK OF OMAHA 14,901 $1.28M 0.04% -1,301 13F-HR Timeline Group Compound Planning, Inc. More: the full row for Compound Planning, Inc. 14,375 $1.27M 0.04% -1,891 13F-HR Timeline DeLarme Wealth Management, Inc. More: the full row for DeLarme Wealth Management, Inc. 14,217 $1.26M 0.81% +463 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 13,549 $1.24M 0.19% +116 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 13,948 $1.23M 0.73% +117 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 13,940 $1.23M 0.08% -1,176,449 13F-HR Timeline PERSPECTIVE WEALTH ADVISORS LLC More: the full row for PERSPECTIVE WEALTH ADVISORS LLC 13,857 $1.23M 0.8% -22,757 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 13,820 $1.22M 0.28% +30 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 13,063 $1.16M 0.42% +580 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 13,041 $1.15M +254 Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 13,015 $1.15M 0.15% +3,651 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 12,975 $1.15M 0.12% +221 13F-HR Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 12,638 $1.12M 0.19% -167 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 12,552 $1.11M 0.08% -123 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12,359 $1.09M 0.08% -2,188 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 12,294 $1.09M 0.01% +6 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 11,783 $1.08M 0.5% +706 13F-HR Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 12,211 $1.08M 1.02% +4,334 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 12,203 $1.08M 0.02% -570 13F-HR/A Timeline WARNER FINANCIAL, INC More: the full row for WARNER FINANCIAL, INC 12,175 $1.08M 0.37% +477 13F-HR Timeline Segment Wealth Management, LLC More: the full row for Segment Wealth Management, LLC 12,163 $1.08M 0.06% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 12,107 $1.07M 0.01% -390 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 12,068 $1.07M 0.08% +1,302 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,028 $1.06M 0.42% +673 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 11,980 $1.06M 0.3% -60 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 11,935 $1.06M 0.15% -423 13F-HR Timeline Rockingstone Advisors LLC More: the full row for Rockingstone Advisors LLC 11,898 $1.05M 0.48% +515 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 11,832 $1.05M 0.15% 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 11,783 $1.04M 0.18% +687 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 11,696 $1.03M 0.01% -10,799 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 11,511 $1.02M 0.19% -527,563 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 11,000 $973K 0.05% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 10,895 $964K 0.31% -4,696 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 10,836 $959K <0.01% -146 13F-HR Timeline Group Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 10,794 $955K 0.04% +4,509 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 10,688 $945K 0.04% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 10,508 $930K 0.48% +89 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 10,431 $923K 0.01% 0 13F-HR Timeline Mraz, Amerine & Associates, Inc. More: the full row for Mraz, Amerine & Associates, Inc. 10,384 $919K 0.14% 0 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 10,374 $918K 0.05% -650 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 10,263 $908K 0.02% +3 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 10,250 $907K 0.14% -11 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 10,196 $902K 0.06% -47 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,046 $889K 0.18% -723 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 9,852 $872K 1.29% +984 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,739 $861K 0.28% -360 13F-HR Timeline First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 9,709 $859K 0.19% 0 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 9,616 $851K 0.63% +153 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 9,438 $835K 0.01% +3,084 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 9,415 $833K 0.24% +55 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 9,202 $814K 0.32% +179 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 9,100 $805K 0.24% -3,214 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 9,049 $800K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 8,971 $794K 0.02% +17 13F-HR Timeline SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 8,719 $771K 0.08% -248 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 8,270 $768K 0.02% +50 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 8,544 $756K 0.21% +53 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 8,482 $750K 0.05% +386 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 8,424 $746K <0.01% +5,978 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 8,408 $744K 0.06% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 8,320 $736K 0.7% +530 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 8,294 $734K 0.02% 0 13F-HR Timeline Group Good Harbor Advisors, Inc. More: the full row for Good Harbor Advisors, Inc. 8,205 $726K 0.79% +2,967 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 7,809 $721K 0.15% -155 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 8,093 $716K 0.12% -120 13F-HR Timeline City State Bank More: the full row for City State Bank 8,075 $714K 0.19% +2,070 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8,016 $709K 0.07% +556 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,980 $706K <0.01% +74 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 7,973 $705K 0.02% +1,781 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 7,945 $703K 0.01% -418 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 7,786 $689K 0.19% +374 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,336 $649K 0.02% +39 13F-HR Timeline AVAII WEALTH MANAGEMENT, LLC More: the full row for AVAII WEALTH MANAGEMENT, LLC 7,274 $643K 0.22% +68 13F-HR Timeline Wealthcare Advisory Partners LLC group of 2 filers holding More: the full row for Wealthcare Advisory Partners LLC 7,126 $630K +2,874 Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 7,119 $630K 0.21% +1,460 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 7,106 $629K 0.01% -634 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 7,033 $622K 0.01% +155 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 6,889 $609K 0.01% +329 13F-HR Timeline Asempa Wealth Advisors More: the full row for Asempa Wealth Advisors 6,702 $601K 0.52% +30 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 6,700 $593K 0.09% +5,200 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 6,698 $592K 0.33% -832 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 6,689 $592K 0.08% +1,044 13F-HR Timeline TIAA group of 3 filers holding More: the full row for TIAA 6,693 $592K -541 Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 6,673 $590K 0.18% -744 13F-HR Timeline Parker Financial LLC More: the full row for Parker Financial LLC 6,624 $586K 0.23% -423 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 6,610 $585K 0.6% +571 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,563 $581K <0.01% +4,093 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,534 $578K 0.22% -616 13F-HR Timeline COZAD ASSET MANAGEMENT INC More: the full row for COZAD ASSET MANAGEMENT INC 6,487 $574K 0.05% -131 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 6,444 $570K 0.03% new 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 6,419 $568K 0.16% +1,245 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 6,257 $554K 0.11% +244 13F-HR Timeline Investment Management Trust, LLC More: the full row for Investment Management Trust, LLC 6,244 $552K 0.54% 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 6,096 $546K 0.2% new 13F-HR Timeline SNOWWATER INVESTMENT PARTNERS, LLC More: the full row for SNOWWATER INVESTMENT PARTNERS, LLC 6,100 $540K 0.51% +1,250 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,090 $539K 0.04% -98 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 6,060 $536K 0.01% -78,050 13F-HR Timeline Net Worth Advisory Group More: the full row for Net Worth Advisory Group 6,020 $533K 0.11% +261 13F-HR Timeline COLUMBIA ADVISORY PARTNERS LLC More: the full row for COLUMBIA ADVISORY PARTNERS LLC 5,972 $528K 0.34% +1,429 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 5,861 $518K 0.01% +1,636 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 5,712 $505K 0.01% -16 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 5,707 $505K <0.01% +250 13F-HR Timeline Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 5,641 $499K 0.06% -1,442 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 5,503 $487K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 5,360 $480K <0.01% +588 13F-HR Timeline LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 5,407 $478K 0.1% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 5,337 $472K 0.02% +1,989 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 5,333 $472K 0.12% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 5,165 $458K 0.02% +36 13F-HR Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 5,046 $446K 0.06% -160 13F-HR Timeline Sun Group Wealth Partners More: the full row for Sun Group Wealth Partners 5,002 $442K 0.35% new 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 4,987 $441K 0.05% 0 13F-HR Timeline STUART INVESTMENT ADVISORS, INC. More: the full row for STUART INVESTMENT ADVISORS, INC. 4,980 $441K 0.19% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 4,829 $427K 0.17% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4,814 $426K 0.02% 0 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 4,794 $424K 0.03% +7 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,774 $422K <0.01% -11 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,761 $421K 0.05% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 4,736 $419K <0.01% +1,251 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 4,710 $417K 0.07% 0 13F-HR Timeline GuidedMoney, LLC More: the full row for GuidedMoney, LLC 4,540 $402K 0.21% 0 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 4,503 $398K 0.05% 0 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 4,500 $398K 0.3% -50 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,492 $397K 0.03% +6 13F-HR Timeline MAGNOLIA CAPITAL ADVISORS LLC More: the full row for MAGNOLIA CAPITAL ADVISORS LLC 4,481 $396K 0.08% -30,388 13F-HR Timeline PLANNING DIRECTIONS INC More: the full row for PLANNING DIRECTIONS INC 4,479 $396K 0.2% +1,826 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 4,404 $390K 0.21% +4 13F-HR Timeline M3 Wealth Management, LLC More: the full row for M3 Wealth Management, LLC 4,306 $381K 0.29% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 4,279 $379K 0.2% +27 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,270 $378K <0.01% -870 13F-HR Timeline Group Blom & Howell Financial Planning, Inc. More: the full row for Blom & Howell Financial Planning, Inc. 4,129 $365K 0.36% -176 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 4,092 $362K 0.03% -11,048 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 4,054 $359K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 4,043 $358K 0.04% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 4,041 $357K <0.01% -219 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 4,034 $357K 0.36% -448 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 4,015 $355K 0.14% -101 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,975 $352K 0.01% +210 13F-HR Timeline Group Citizens Business Bank More: the full row for Citizens Business Bank 3,965 $351K 0.06% 0 13F-HR Timeline Andina Capital Management, LLC More: the full row for Andina Capital Management, LLC 3,957 $350K 0.31% -1,236 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 3,911 $346K 0.04% -309 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,893 $344K 0.01% -7 13F-HR Timeline Murphy Pohlad Asset Management LLC More: the full row for Murphy Pohlad Asset Management LLC 3,858 $341K 0.12% +1,200 13F-HR Timeline D. E. Shaw & Co., Inc. in group D. E. Shaw & Co., Inc. More: the full row for D. E. Shaw & Co., Inc. 3,825 $338K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,803 $336K 0.01% -339 13F-HR Timeline Friday Financial More: the full row for Friday Financial 3,754 $332K 0.11% 0 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 3,739 $331K 0.09% +24 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 3,715 $329K 0.02% +1,417 13F-HR Timeline Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,667 $324K 0.59% -270 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 3,653 $323K 0.07% 0 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 3,653 $323K 0.1% -410 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 3,650 $323K 0.04% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 3,643 $322K <0.01% +599 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,640 $322K 0.01% -995 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 3,619 $320K 0.01% new 13F-HR/A Timeline